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Visa
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Overview Fund Activity

2,141 hedge funds and large institutions have $246B invested in Visa in 2018 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 798 increasing their positions, 947 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,141
Holders Change
+26
Holders Change %
+1.23%
% of All Funds
49.03%
Holding in Top 10
469
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+9.58%
% of All Funds
10.74%
New
112
Increased
798
Reduced
947
Closed
64
Calls
$2.05B
Puts
$2.17B
Net Calls
-$119M
Net Calls Change
-$303M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$660M
2
State Street
State Street
Massachusetts
+$541M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$318M
4
Goldman Sachs
Goldman Sachs
New York
+$249M
5
Capital International Investors
Capital International Investors
California
+$230M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$562M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$351M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$294M
4
Jennison Associates
Jennison Associates
New York
-$233M
5
EIP
Epoch Investment Partners
New York
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
1501
Stearns Financial Services Group
North Carolina
$1.09M +$150 +1 +0%
DBIA
1502
Dumont & Blake Investment Advisors
New Jersey
$1.08M -$3.75K -25 -0.3%
SAM
1503
Symphony Asset Management
California
$1.07M -$2.2M -14,671 -67%
AIM
1504
Acropolis Investment Management
Missouri
$1.06M +$25.7K +171 +2%
OSAM
1505
O'Shaughnessy Asset Management
Connecticut
$1.06M +$716K +4,769 +207%
WA
1506
Waverly Advisors
Alabama
$1.06M +$228K +1,520 +28%
AUB
1507
Atlantic Union Bankshares
Virginia
$1.05M +$36.6K +244 +4%
KAM
1508
Kazazian Asset Management
Florida
$1.05M – – –
MA
1509
Mutual Advisors
Nebraska
$1.05M +$162K +1,077 +18%
GW
1510
GW & Wade
Massachusetts
$1.05M +$450 +3 +0%
AGA
1511
Accuvest Global Advisors
Utah
$1.05M +$66.5K +443 +7%
GAG
1512
GM Advisory Group
New York
$1.04M -$84.1K -560 -7%
LWAC
1513
Laurel Wealth Advisors (California)
California
$1.04M -$13.2K -87 -1%
CPIG
1514
Chicago Partners Investment Group
Illinois
$1.04M +$99.8K +743 +11%
BAM
1515
Belpointe Asset Management
Nevada
$1.04M +$675K +4,500 +185%
UCMOK
1516
United Capital Management of KS
Kansas
$1.04M +$1.04M +7,060 New
SBA
1517
Secrest Blakey & Associates
North Carolina
$1.04M -$19.4K -129 -2%
MGAM
1518
McGowan Group Asset Management
Texas
$1.04M -$2.4K -16 -0.2%
KFS
1519
Kurt F. Somerville
$1.03M -$67.5K -450 -6%
FP
1520
Foundry Partners
Minnesota
$1.03M -$48.5K -323 -4%
BO
1521
BRR OpCo
Ohio
$1.03M – – –
FL
1522
Fort LP
Maryland
$1.03M +$893K +5,949 +657%
CWM
1523
Confluence Wealth Management
Oregon
$1.03M – – –
VRM
1524
Vectors Research Management
New York
$1.02M +$1.02M +7,659 New
BIA
1525
Bigelow Investment Advisors
Maine
$1M -$135K -900 -12%
59 60
61
62 63